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Avior Wealth Management’s White Mountains Insurance WTM Stock Holding History

Avior Wealth Management’s Portfolio WTM Stock Details WTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Buy
619
+2
+0.3% +$4.28K 0.03% 315
2026
Q1 		$1.36M Hold
617
– – 0.04% 299
2025
Q4 		$1.28M Hold
617
– – 0.04% 265
2025
Q3 		$1.03M Buy
+617
New +$1.1M 0.03% 291
2025
Q1 		– Sell
-37
Closed -$72K – 2355
2024
Q4 		$72K Hold
37
– – ﹤0.01% 1009
2024
Q3 		$62.8K Hold
37
– – ﹤0.01% 1039
2024
Q2 		$67.2K Hold
37
– – ﹤0.01% 992
2024
Q1 		$66.4K Buy
+37
New +$62K ﹤0.01% 1128

Other funds holding WTM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
WCM
Wallace Capital Management Dallas, Texas $912M AUM 21.45% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Avior Wealth Management's WTM Position: Q2 2026 in Review

Avior Wealth Management increased its White Mountains Insurance (WTM) stake by 0.32% in Q2 2026, buying an estimated $4.28K and bringing the position to 619 shares worth $1.28M. The position accounts for 0.03% of the portfolio, ranked #315.

Avior Wealth Management first reported a position in WTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q1 2026. 356 funds tracked by Wall St. Rank hold WTM as of Q2 2026.

  • Avior Wealth Management held 619 shares of White Mountains Insurance worth $1.28M as of Q2 2026.
  • Avior Wealth Management bought 2 White Mountains Insurance shares in Q2 2026, an estimated $4.28K.
  • White Mountains Insurance made up 0.03% of Avior Wealth Management's portfolio in Q2 2026, its #315 holding.
  • Avior Wealth Management first reported a position in White Mountains Insurance in Q1 2024 and has held it in 8 quarters since.
  • Avior Wealth Management's White Mountains Insurance position peaked at $1.36M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held White Mountains Insurance as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.